Park Square Financial Group’s iShares TIPS Bond ETF TIP Stock Holding History

Park Square Financial Group’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.5K	Buy	142 +20	+16%	+$2.21K	0.14%	48
2026 Q1	$13.5K	Sell	122 -134	-52%	-$14.8K	0.1%	62
2025 Q4	$27.3K	Sell	256 -9	-3%	-$998	0.16%	69
2025 Q3	$29.5K	Sell	265 -687	-72%	-$75.9K	0.13%	59
2025 Q2	$105K	Sell	952 -11	-1%	-$1.2K	0.08%	191
2025 Q1	$107K	Sell	963 -215	-18%	-$23.4K	0.08%	164
2024 Q4	$126K	Buy	+1,178	New	+$128K	0.09%	148

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park Square Financial Group's TIP Position: Q2 2026 in Review

Park Square Financial Group increased its iShares TIPS Bond ETF (TIP) stake by 16% in Q2 2026, buying an estimated $2.21K and bringing the position to 142 shares worth $15.5K. The position accounts for 0.14% of the portfolio, ranked #48.

Park Square Financial Group first reported a position in TIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $126K in Q4 2024. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Park Square Financial Group held 142 shares of iShares TIPS Bond ETF worth $15.5K as of Q2 2026.
Park Square Financial Group bought 20 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.21K.
iShares TIPS Bond ETF made up 0.14% of Park Square Financial Group's portfolio in Q2 2026, its #48 holding.
Park Square Financial Group first reported a position in iShares TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's iShares TIPS Bond ETF position peaked at $126K in Q4 2024.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.